Trades Business Data Model
Jobs, Customers, and Profitability
Most trades businesses track jobs in spreadsheets or even paper, making it impossible to know which jobs actually make money.
Executive summary
The problem, in detail.
Pain points uncovered during discovery. Each one costs real time and money.
Unknown Job Profitability
Completing jobs without knowing if you're making or losing money until months later.
Quote Accuracy
Underquoting because historical job costs are buried in spreadsheets.
Invoice Delays
Waiting weeks to invoice because job details are scattered.
How we fixed it.
A structured data model connecting customers, quotes, jobs, materials, time, and invoices, so you can see true profitability per job.
- One record per customer, linked to every quote, job and invoice they touch
- Materials and hours logged against the job they belong to, not a separate list
- Live margin on every job: labour, materials and overhead in one view
- The invoice builds itself from the job record the day the work completes
The measurable impact.
Numbers from the engagement. Your results will depend on scope and starting point.
Real feedback from real people.
“I thought we were making 30% margin. Turns out it was closer to 12% when you factor everything in.”
Ready to fix your data?
Most businesses carry hidden costs from scattered data. Tell us where it hurts and we'll map the system that fixes it.